Elementor #431

Keith Conley, CFP®

 Keith’s clients include clergy, business owners, medical practitioners and families affected by disabilities. Clients today demand a financial planner with demonstrated competency. As a result, Keith worked to earn the highly esteemed CERTIFIED FINANCIAL PLANNER™ designation in 2018. To earn this designation, CFP® practitioners must complete the 4 E’s, which include education, exam, ethics and experience. Furthermore, as a CERTIFIED FINANCIAL PLANNER™, Keith has a fiduciary requirement when serving his clients, which means that he is obligated to put his clients best interest ahead of his own. 

An important trait of a CERTIFIED FINANCIAL PLANNER™ is the ability to actively listen to clients. Keith believes that clients should always be heard and understood before making recommendations. His approach is to understand client questions and challenges before making any recommendations.  

Furthermore, Keith believes in a team approach to financial planning. He is happy to work alongside clients tax professionals, attorneys and real estate professionals to ensure that clients objectives are effectively managed. 

 Keith focuses upon helping clients answer questions such as: 

  • How I do know if I can have my student loans forgiven? 

  • How much life and disability insurance do I need?

  • How can I leave assets for a disabled child/grandchildren/loved one who receives government assistance?

  • Where should I save for retirement? 

  • What is the most efficient way to leave money for my children/grandchildren? 

  • When should I take Social Security? 

  • Are my investments efficiently invested or have I bought too much risk for the return I’m looking for? 

Keith’s experience within financial services began in the student loan industry. Today his expertise in student loans is sought out across the nation on matters including income driven repayment, loan forgiveness and default collections. He is a frequent speaker on this matter at non-profit and government organizations. 

Keith is a participating member of Kingdom Advisors and practices the tenets outlined by the Kingdom Advisor organization.  For more information please click here.

Professional Accomplishments

  • Bachelor of Arts in Bible/Theology (Moody Bible Institute. Chicago, IL 2003)

  • Masters of Divinity (Westminster Seminary in California. Escondido, CA 2007)

  • Nearly a decade of experience in managing student loan for a federal student loans servicer and as an independent consultant

  • Completed the education requirement for the CERTIFIED FINANCIAL PLANNER and CERTIFIED KINGDOM ADVISOR® designations (Indiana Wesleyan University. Marion, IN 2017)

  • Awarded VIP of the month by Ohio National Financial Service in recognition of outstanding service (September 2018)

Keith has been married to his wife, Kristen, for  13 years and has 3 beautiful daughters. He spends his family time cheering for his daughters at their soccer games and attending  their choir concerts. He frequently takes his daughters on hikes in the mountains and  beaches of Southern California. His family are members of Christ Church Presbyterian in  Irvine, CA.

Keith and his wife enjoy traveling to new places.  In the future, Keith hopes to convince Kristen to metal detect for California gold and other historic relics with a Garrett Metal Detector.

                      Keith with wife Kristen 

Securities offered through The O.N. Equity Sales Company. Member FINRA/SIPC. One Financial Way, Cincinnati, OH 45242. (513) 794-6794. Investment Advisory services offered through O.N. Investment Management Company. The O.N. Equity Sales Company and O.N. Investment Management Company are not affiliated with Kingdom Advisors, Inc.